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Values-based Investing

How do you align your investments with your values?

While holistic planning is our focus, Steward Wealth Management also has the unique benefit of offering the opportunity to align our clients' investments with their values through Biblically Responsible Investing(BRI).  We are adept at using this tool and would be happy to offer this option to those who share these values.

The companies that we look to include in our portfolios are those that have products or business practices that improve society and promote human flourishing. We look for things like good business ethics, customer welfare, ecological impacts, employee health and safety, ethical labor practices, sustainable supply chains, safe working environments, ethical selling practices, responsiblity to the community and society, and responsibility to the environment. We set up conservative, faith-based screening perimeters to avoid certain industries and business practices. These include pornography, human trafficking, human rights violations, abortion(advocacy and technology), and LGBTQ+ activism. 

BRI makes it possible for investors to make decisions on whether they want to support these companies and how much of their money they want to designate to BRI-approved investments.

Discover

Discover

We use programs that take all the public data of a company and identifies if it is involved in or making money off of things that would be contrary to biblical values and human flourishing. 

Try this free screening tool
Expore

Expore

Once clients discover what they have been investing in, they often seek change in their portfolios. We help by showing them alternatives to their current investments, as well as look for ways to diversify their assets, and improve their over-all investment health.

Request a screening of your investments
Impact

Impact

When you invest with your values, you are also encouraging positive change in how businesses operate. If investors puts their money where their values are, it encourages companies to act in a way that the investors desire. We also don't stop with just avoiding certain companies. We find excellent companies to invest in that promote human flourishing and societal good. 

See it in action

CFP Insurance Services Financial Adviser